MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 796 shares; 2025Q1: 832 shares; 2025Q2: 757 shares; 2025Q3: 866 shares; 2025Q4: 782 shares; 2026Q1: 806 shares; 2026Q2: 805 shares 805 $431K 0.02% -1 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,906 shares; 2025Q1: 17,776 shares; 2025Q2: 3,564 shares; 2025Q3: 2,353 shares; 2025Q4: 2,207 shares; 2026Q1: 1,969 shares; 2026Q2: 1,915 shares 1,915 $431K 0.02% -54 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,346 shares; 2025Q1: 25,985 shares; 2025Q2: 21,074 shares; 2025Q3: 16,446 shares; 2025Q4: 13,687 shares; 2026Q1: 8,110 shares; 2026Q2: 8,133 shares 8,133 $429K 0.02% +23 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,915 shares; 2026Q2: 26,391 shares 26,391 $429K 0.02% +2,476 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,849 shares; 2025Q2: 3,557 shares; 2025Q3: 2,881 shares; 2025Q4: 2,514 shares; 2026Q1: 3,576 shares; 2026Q2: 3,678 shares 3,678 $428K 0.02% +102 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,017 shares; 2025Q2: 6,914 shares; 2025Q3: 5,889 shares; 2025Q4: 5,117 shares; 2026Q1: 3,357 shares; 2026Q2: 3,179 shares 3,179 $426K 0.02% -178 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,865 shares; 2025Q1: 11,093 shares; 2025Q2: 7,645 shares; 2025Q3: 7,248 shares; 2025Q4: 7,245 shares; 2026Q1: 4,508 shares; 2026Q2: 5,104 shares 5,104 $425K 0.02% +596 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,019 shares; 2025Q1: 21,053 shares; 2025Q2: 7,904 shares; 2025Q3: 6,895 shares; 2025Q4: 6,182 shares; 2026Q1: 4,979 shares; 2026Q2: 4,861 shares 4,861 $425K 0.02% -118 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,624 shares; 2025Q3: 46,580 shares; 2025Q4: 46,635 shares; 2026Q1: 45,873 shares; 2026Q2: 44,798 shares 44,798 $424K 0.02% -1,075 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,439 shares; 2025Q1: 4,768 shares; 2025Q2: 3,746 shares; 2025Q3: 3,390 shares; 2025Q4: 7,555 shares; 2026Q1: 15,677 shares; 2026Q2: 8,323 shares 8,323 $422K 0.02% -7,354 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,236 shares; 2025Q1: 29,365 shares; 2025Q2: 24,363 shares; 2025Q3: 22,298 shares; 2025Q4: 22,560 shares; 2026Q1: 14,335 shares; 2026Q2: 14,455 shares 14,455 $420K 0.02% +120 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,059 shares; 2025Q1: 3,992 shares; 2025Q2: 3,601 shares; 2025Q3: 3,310 shares; 2025Q4: 2,916 shares; 2026Q1: 920 shares; 2026Q2: 841 shares 841 $419K 0.02% -79 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,184 shares; 2025Q2: 2,972 shares; 2025Q3: 3,975 shares; 2025Q4: 3,761 shares; 2026Q1: 4,023 shares; 2026Q2: 3,759 shares 3,759 $417K 0.02% -264 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,891 shares; 2025Q1: 3,091 shares; 2025Q2: 2,948 shares; 2025Q3: 2,702 shares; 2025Q4: 2,698 shares; 2026Q1: 1,702 shares; 2026Q2: 1,725 shares 1,725 $413K 0.02% +23 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,610 shares 1,610 $411K 0.02% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,620 shares; 2025Q1: 23,913 shares; 2025Q2: 33,222 shares; 2025Q3: 19,208 shares; 2025Q4: 2,314 shares; 2026Q1: 2,502 shares; 2026Q2: 2,358 shares 2,358 $411K 0.02% -144 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,500 shares; 2025Q1: 25,012 shares; 2025Q2: 11,390 shares; 2025Q3: 10,394 shares; 2025Q4: 6,241 shares; 2026Q1: 6,261 shares; 2026Q2: 8,087 shares 8,087 $410K 0.02% +1,826 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,894 shares; 2025Q3: 2,785 shares; 2025Q4: 2,842 shares; 2026Q1: not reported; 2026Q2: 3,908 shares 3,908 $409K 0.02% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,517 shares; 2025Q1: 1,670 shares; 2025Q2: not reported; 2025Q3: 1,798 shares; 2025Q4: 1,974 shares; 2026Q1: 1,530 shares; 2026Q2: 1,203 shares 1,203 $409K 0.02% -327 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,834 shares; 2025Q3: 20,201 shares; 2025Q4: 21,922 shares; 2026Q1: 18,064 shares; 2026Q2: 17,164 shares 17,164 $409K 0.02% -900 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 97,178 shares; 2025Q1: 87,322 shares; 2025Q2: 81,578 shares; 2025Q3: 81,581 shares; 2025Q4: 30,253 shares; 2026Q1: 77,578 shares; 2026Q2: 30,250 shares 30,250 $408K 0.02% -47,328 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67,050 shares; 2025Q1: 67,291 shares; 2025Q2: 49,977 shares; 2025Q3: 52,930 shares; 2025Q4: 52,930 shares; 2026Q1: 51,889 shares; 2026Q2: 51,889 shares 51,889 $407K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,760 shares; 2026Q1: 2,377 shares; 2026Q2: 2,563 shares 2,563 $406K 0.02% +186 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,335 shares; 2025Q1: 2,145 shares; 2025Q2: 1,024 shares; 2025Q3: 837 shares; 2025Q4: 931 shares; 2026Q1: 877 shares; 2026Q2: 868 shares 868 $399K 0.02% -9 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,889 shares; 2025Q1: 31,413 shares; 2025Q2: 13,192 shares; 2025Q3: 14,498 shares; 2025Q4: 14,724 shares; 2026Q1: 14,499 shares; 2026Q2: 17,115 shares 17,115 $398K 0.02% +2,616 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,238 shares; 2025Q1: 5,107 shares; 2025Q2: 4,819 shares; 2025Q3: 4,819 shares; 2025Q4: 5,198 shares; 2026Q1: 5,176 shares; 2026Q2: 5,148 shares 5,148 $396K 0.02% -28 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,849 shares; 2025Q1: 9,598 shares; 2025Q2: 5,485 shares; 2025Q3: 5,331 shares; 2025Q4: 5,321 shares; 2026Q1: 4,890 shares; 2026Q2: 4,804 shares 4,804 $394K 0.02% -86 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,276 shares; 2025Q1: 5,981 shares; 2025Q2: 7,843 shares; 2025Q3: 7,819 shares; 2025Q4: 5,803 shares; 2026Q1: 5,885 shares; 2026Q2: 6,309 shares 6,309 $393K 0.02% +424 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,859 shares; 2025Q1: not reported; 2025Q2: 4,601 shares; 2025Q3: 4,049 shares; 2025Q4: 4,006 shares; 2026Q1: 4,483 shares; 2026Q2: 4,412 shares 4,412 $393K 0.02% -71 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,370 shares; 2025Q1: 3,470 shares; 2025Q2: 3,520 shares; 2025Q3: 4,521 shares; 2025Q4: 5,921 shares; 2026Q1: 5,221 shares; 2026Q2: 5,621 shares 5,621 $393K 0.02% +400 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,751 shares; 2025Q1: 2,623 shares; 2025Q2: 2,164 shares; 2025Q3: 2,096 shares; 2025Q4: 2,237 shares; 2026Q1: 2,139 shares; 2026Q2: 2,533 shares 2,533 $392K 0.02% +394 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,054 shares; 2025Q1: 7,824 shares; 2025Q2: 6,099 shares; 2025Q3: 4,347 shares; 2025Q4: 4,343 shares; 2026Q1: 4,715 shares; 2026Q2: 3,920 shares 3,920 $391K 0.02% -795 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,941 shares; 2025Q1: 5,112 shares; 2025Q2: 4,128 shares; 2025Q3: 3,499 shares; 2025Q4: 3,500 shares; 2026Q1: 2,956 shares; 2026Q2: 2,957 shares 2,957 $390K 0.02% +1 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,583 shares 2,583 $387K 0.02% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,245 shares; 2025Q1: 22,789 shares; 2025Q2: 105,346 shares; 2025Q3: 130,124 shares; 2025Q4: 130,806 shares; 2026Q1: 15,048 shares; 2026Q2: 16,666 shares 16,666 $386K 0.02% +1,618 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,580 shares; 2025Q1: 32,062 shares; 2025Q2: 26,622 shares; 2025Q3: 28,541 shares; 2025Q4: 29,068 shares; 2026Q1: 2,982 shares; 2026Q2: 2,900 shares 2,900 $385K 0.02% -82 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,402 shares; 2025Q1: 4,128 shares; 2025Q2: 4,431 shares; 2025Q3: 4,913 shares; 2025Q4: 4,571 shares; 2026Q1: 4,368 shares; 2026Q2: 4,258 shares 4,258 $384K 0.02% -110 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,632 shares; 2025Q1: 41,597 shares; 2025Q2: 42,727 shares; 2025Q3: 43,743 shares; 2025Q4: 37,369 shares; 2026Q1: 37,078 shares; 2026Q2: 37,195 shares 37,195 $381K 0.02% +117 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,503 shares; 2025Q1: 11,058 shares; 2025Q2: 9,644 shares; 2025Q3: 5,269 shares; 2025Q4: 4,304 shares; 2026Q1: 4,305 shares; 2026Q2: 4,280 shares 4,280 $377K 0.02% -25 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 52,748 shares; 2025Q2: 62,028 shares; 2025Q3: 55,728 shares; 2025Q4: 56,363 shares; 2026Q1: 17,618 shares; 2026Q2: 17,144 shares 17,144 $376K 0.02% -474 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,408 shares; 2025Q1: 25,319 shares; 2025Q2: 18,123 shares; 2025Q3: 16,713 shares; 2025Q4: 12,939 shares; 2026Q1: 9,876 shares; 2026Q2: 8,464 shares 8,464 $376K 0.02% -1,412 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares; 2026Q1: 2,301 shares; 2026Q2: 2,924 shares 2,924 $375K 0.02% +623 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,750 shares; 2025Q1: 12,750 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares; 2025Q4: 12,750 shares; 2026Q1: 15,850 shares; 2026Q2: 20,175 shares 20,175 $374K 0.02% +4,325 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,249 shares; 2025Q1: 22,958 shares; 2025Q2: 23,199 shares; 2025Q3: 22,780 shares; 2025Q4: 22,805 shares; 2026Q1: 21,882 shares; 2026Q2: 22,093 shares 22,093 $373K 0.02% +211 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,910 shares; 2025Q1: 12,895 shares; 2025Q2: 12,475 shares; 2025Q3: 12,525 shares; 2025Q4: 12,809 shares; 2026Q1: 12,838 shares; 2026Q2: 12,696 shares 12,696 $373K 0.02% -142 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,337 shares; 2025Q1: 2,448 shares; 2025Q2: 2,441 shares; 2025Q3: 2,268 shares; 2025Q4: 2,409 shares; 2026Q1: 2,280 shares; 2026Q2: 2,284 shares 2,284 $370K 0.02% +4 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,838 shares; 2025Q1: 13,847 shares; 2025Q2: 11,932 shares; 2025Q3: 12,078 shares; 2025Q4: 13,361 shares; 2026Q1: 9,289 shares; 2026Q2: 8,467 shares 8,467 $368K 0.02% -822 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,592 shares; 2025Q1: 24,429 shares; 2025Q2: 8,192 shares; 2025Q3: 8,060 shares; 2025Q4: 7,758 shares; 2026Q1: 7,143 shares; 2026Q2: 7,251 shares 7,251 $368K 0.02% +108 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 832 shares; 2025Q1: 890 shares; 2025Q2: 883 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,313 shares 2,313 $367K 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,259 shares; 2025Q1: 7,437 shares; 2025Q2: 5,496 shares; 2025Q3: 4,767 shares; 2025Q4: 6,414 shares; 2026Q1: 6,418 shares; 2026Q2: 6,534 shares 6,534 $365K 0.02% +116 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,939 shares; 2025Q1: 20,217 shares; 2025Q2: 6,581 shares; 2025Q3: 3,706 shares; 2025Q4: 3,395 shares; 2026Q1: 3,856 shares; 2026Q2: 3,986 shares 3,986 $362K 0.02% +130 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,011 shares; 2025Q1: 10,807 shares; 2025Q2: 7,586 shares; 2025Q3: 7,316 shares; 2025Q4: 4,366 shares; 2026Q1: 3,692 shares; 2026Q2: 4,932 shares 4,932 $361K 0.02% +1,240 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,585 shares; 2025Q1: 6,592 shares; 2025Q2: 4,639 shares; 2025Q3: 3,765 shares; 2025Q4: 3,339 shares; 2026Q1: 3,161 shares; 2026Q2: 3,171 shares 3,171 $361K 0.02% +10 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,990 shares; 2025Q4: 25,036 shares; 2026Q1: 15,125 shares; 2026Q2: 18,510 shares 18,510 $360K 0.02% +3,385 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,848 shares; 2025Q2: not reported; 2025Q3: 5,206 shares; 2025Q4: 5,213 shares; 2026Q1: 4,537 shares; 2026Q2: 5,008 shares 5,008 $359K 0.02% +471 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,562 shares; 2025Q1: 13,236 shares; 2025Q2: 6,722 shares; 2025Q3: 4,163 shares; 2025Q4: 3,797 shares; 2026Q1: not reported; 2026Q2: 4,864 shares 4,864 $357K 0.02% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,298 shares; 2026Q2: 7,605 shares 7,605 $357K 0.02% +1,307 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,016 shares; 2025Q1: 9,823 shares; 2025Q2: 5,157 shares; 2025Q3: 6,179 shares; 2025Q4: 4,581 shares; 2026Q1: 5,483 shares; 2026Q2: 6,082 shares 6,082 $357K 0.02% +599 Timeline SCAP SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares; 2026Q2: 9,100 shares 9,100 $353K 0.02% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,519 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,084 shares 3,084 $353K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,791 shares; 2025Q1: 4,873 shares; 2025Q2: 2,551 shares; 2025Q3: 2,718 shares; 2025Q4: 2,453 shares; 2026Q1: 1,851 shares; 2026Q2: 1,680 shares 1,680 $351K 0.02% -171 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,401 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,619 shares 7,619 $349K 0.02% new Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,548 shares; 2025Q1: 47,200 shares; 2025Q2: 48,470 shares; 2025Q3: 49,086 shares; 2025Q4: 48,941 shares; 2026Q1: 48,281 shares; 2026Q2: 47,601 shares 47,601 $349K 0.02% -680 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,905 shares; 2026Q2: 8,104 shares 8,104 $343K 0.02% -35,801 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,612 shares; 2025Q3: 1,607 shares; 2025Q4: 1,609 shares; 2026Q1: 1,550 shares; 2026Q2: 1,567 shares 1,567 $343K 0.02% +17 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: 1,523 shares; 2025Q2: 1,103 shares; 2025Q3: 928 shares; 2025Q4: 930 shares; 2026Q1: 573 shares; 2026Q2: 709 shares 709 $340K 0.02% +136 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 304,928 shares; 2025Q1: 327,741 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,038 shares 14,038 $339K 0.02% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,139 shares; 2025Q1: 3,033 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,680 shares; 2026Q2: 1,680 shares 1,680 $338K 0.02% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,866 shares; 2025Q1: 3,870 shares; 2025Q2: 4,070 shares; 2025Q3: 4,070 shares; 2025Q4: 3,870 shares; 2026Q1: 3,870 shares; 2026Q2: 3,669 shares 3,669 $337K 0.02% -201 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,157 shares; 2025Q1: 2,625 shares; 2025Q2: 1,063 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,395 shares 1,395 $337K 0.02% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,722 shares; 2025Q2: 7,357 shares; 2025Q3: 6,529 shares; 2025Q4: 7,186 shares; 2026Q1: 6,346 shares; 2026Q2: 6,466 shares 6,466 $336K 0.02% +120 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,772 shares; 2025Q3: 10,864 shares; 2025Q4: 10,907 shares; 2026Q1: 8,633 shares; 2026Q2: 9,568 shares 9,568 $335K 0.02% +935 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,059 shares; 2025Q1: 6,301 shares; 2025Q2: 5,442 shares; 2025Q3: 5,739 shares; 2025Q4: 5,784 shares; 2026Q1: 5,835 shares; 2026Q2: 5,879 shares 5,879 $335K 0.02% +44 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,922 shares; 2025Q1: 5,604 shares; 2025Q2: 3,210 shares; 2025Q3: 3,498 shares; 2025Q4: 3,278 shares; 2026Q1: 3,111 shares; 2026Q2: 2,824 shares 2,824 $335K 0.02% -287 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,397 shares; 2025Q1: 5,619 shares; 2025Q2: 3,284 shares; 2025Q3: 3,002 shares; 2025Q4: 2,813 shares; 2026Q1: 2,332 shares; 2026Q2: 2,043 shares 2,043 $334K 0.02% -289 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,266 shares; 2025Q1: 3,939 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,108 shares; 2026Q1: 2,690 shares; 2026Q2: 2,467 shares 2,467 $334K 0.02% -223 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26,430 shares; 2025Q2: 24,646 shares; 2025Q3: 24,548 shares; 2025Q4: 24,563 shares; 2026Q1: 24,649 shares; 2026Q2: 26,918 shares 26,918 $333K 0.02% +2,269 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,162 shares 4,162 $332K 0.02% new Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,213 shares; 2026Q2: 12,813 shares 12,813 $332K 0.02% +600 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,705 shares; 2025Q4: 4,995 shares; 2026Q1: 4,687 shares; 2026Q2: 4,385 shares 4,385 $331K 0.02% -302 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,112 shares; 2025Q1: 10,141 shares; 2025Q2: 6,450 shares; 2025Q3: 6,245 shares; 2025Q4: 6,134 shares; 2026Q1: 1,855 shares; 2026Q2: 2,218 shares 2,218 $331K 0.02% +363 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,728 shares; 2025Q1: 29,898 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,411 shares; 2026Q2: 7,687 shares 7,687 $330K 0.02% +1,276 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,026 shares; 2025Q1: 10,837 shares; 2025Q2: 2,834 shares; 2025Q3: 3,073 shares; 2025Q4: 3,060 shares; 2026Q1: not reported; 2026Q2: 536 shares 536 $329K 0.02% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,272 shares; 2025Q1: 4,021 shares; 2025Q2: 2,148 shares; 2025Q3: 1,496 shares; 2025Q4: 1,884 shares; 2026Q1: 1,861 shares; 2026Q2: 1,210 shares 1,210 $328K 0.02% -651 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,300 shares; 2025Q3: 11,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $328K 0.02% 0 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,006 shares; 2025Q1: 58,095 shares; 2025Q2: 22,042 shares; 2025Q3: 19,548 shares; 2025Q4: 15,220 shares; 2026Q1: 13,254 shares; 2026Q2: 13,294 shares 13,294 $328K 0.02% +40 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,553 shares; 2025Q1: 2,687 shares; 2025Q2: 2,687 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,005 shares; 2026Q2: 1,988 shares 1,988 $327K 0.02% -17 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,590 shares 11,590 $322K 0.02% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,945 shares; 2025Q2: 1,746 shares; 2025Q3: 1,599 shares; 2025Q4: 1,682 shares; 2026Q1: 1,710 shares; 2026Q2: 1,463 shares 1,463 $321K 0.02% -247 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,986 shares; 2025Q1: 9,749 shares; 2025Q2: 10,049 shares; 2025Q3: 8,166 shares; 2025Q4: 8,169 shares; 2026Q1: 7,918 shares; 2026Q2: 7,991 shares 7,991 $321K 0.02% +73 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,184 shares; 2025Q1: 24,193 shares; 2025Q2: 4,245 shares; 2025Q3: 3,858 shares; 2025Q4: 3,564 shares; 2026Q1: 3,524 shares; 2026Q2: 3,334 shares 3,334 $321K 0.02% -190 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,702 shares; 2025Q1: 11,729 shares; 2025Q2: 10,844 shares; 2025Q3: 2,471 shares; 2025Q4: 5,488 shares; 2026Q1: 5,856 shares; 2026Q2: 1,972 shares 1,972 $320K 0.02% -3,884 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,698 shares; 2025Q2: 2,247 shares; 2025Q3: 2,230 shares; 2025Q4: 1,877 shares; 2026Q1: 1,839 shares; 2026Q2: 2,321 shares 2,321 $320K 0.02% +482 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,025 shares; 2025Q1: 25,717 shares; 2025Q2: 26,005 shares; 2025Q3: 28,796 shares; 2025Q4: 27,245 shares; 2026Q1: 26,532 shares; 2026Q2: 26,627 shares 26,627 $320K 0.02% +95 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,508 shares; 2025Q1: 60,087 shares; 2025Q2: 6,669 shares; 2025Q3: 10,541 shares; 2025Q4: 5,790 shares; 2026Q1: 5,129 shares; 2026Q2: 6,862 shares 6,862 $318K 0.02% +1,733 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,710 shares; 2025Q1: 13,710 shares; 2025Q2: 11,314 shares; 2025Q3: 10,286 shares; 2025Q4: 10,166 shares; 2026Q1: 10,958 shares; 2026Q2: 10,458 shares 10,458 $317K 0.02% -500 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,349 shares; 2025Q1: 2,419 shares; 2025Q2: 811 shares; 2025Q3: 797 shares; 2025Q4: 723 shares; 2026Q1: 646 shares; 2026Q2: 614 shares 614 $316K 0.02% -32 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,265 shares; 2025Q1: 3,669 shares; 2025Q2: 2,959 shares; 2025Q3: 2,932 shares; 2025Q4: 2,922 shares; 2026Q1: 3,091 shares; 2026Q2: 2,076 shares 2,076 $315K 0.02% -1,015 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,868 shares; 2025Q2: 5,755 shares; 2025Q3: 4,814 shares; 2025Q4: 6,023 shares; 2026Q1: 5,192 shares; 2026Q2: 5,397 shares 5,397 $314K 0.02% +205 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,871 shares; 2025Q3: 2,531 shares; 2025Q4: 2,533 shares; 2026Q1: 2,693 shares; 2026Q2: 2,818 shares 2,818 $312K 0.02% +125 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,122 shares; 2025Q1: 3,412 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $312K 0.02% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,249 shares; 2025Q1: 2,561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,822 shares 1,822 $312K 0.02% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,526 shares; 2025Q1: 7,269 shares; 2025Q2: 6,350 shares; 2025Q3: 5,810 shares; 2025Q4: 4,519 shares; 2026Q1: 4,026 shares; 2026Q2: 4,129 shares 4,129 $310K 0.02% +103 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,862 shares; 2025Q1: 215,989 shares; 2025Q2: 28,530 shares; 2025Q3: 27,032 shares; 2025Q4: 26,942 shares; 2026Q1: 27,061 shares; 2026Q2: 22,637 shares 22,637 $310K 0.02% -4,424 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,701 shares; 2025Q1: 4,496 shares; 2025Q2: 2,051 shares; 2025Q3: not reported; 2025Q4: 1,848 shares; 2026Q1: 1,670 shares; 2026Q2: 1,715 shares 1,715 $310K 0.02% +45 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,276 shares; 2025Q1: 6,429 shares; 2025Q2: 2,141 shares; 2025Q3: 2,122 shares; 2025Q4: 1,255 shares; 2026Q1: 1,052 shares; 2026Q2: 1,020 shares 1,020 $309K 0.02% -32 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,080 shares; 2025Q1: 2,251 shares; 2025Q2: 2,181 shares; 2025Q3: 2,247 shares; 2025Q4: 2,384 shares; 2026Q1: 2,057 shares; 2026Q2: 2,475 shares 2,475 $306K 0.02% +418 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,336 shares; 2025Q1: 37,652 shares; 2025Q2: 40,184 shares; 2025Q3: 41,370 shares; 2025Q4: 44,326 shares; 2026Q1: 45,292 shares; 2026Q2: 45,824 shares 45,824 $306K 0.02% +532 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,585 shares; 2025Q1: 62,124 shares; 2025Q2: 34,081 shares; 2025Q3: 34,680 shares; 2025Q4: 29,529 shares; 2026Q1: 27,270 shares; 2026Q2: 27,287 shares 27,287 $304K 0.02% +17 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,699 shares; 2025Q2: 5,187 shares; 2025Q3: 5,333 shares; 2025Q4: 6,486 shares; 2026Q1: 6,754 shares; 2026Q2: 7,071 shares 7,071 $303K 0.02% +317 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,769 shares; 2025Q1: 8,357 shares; 2025Q2: 6,290 shares; 2025Q3: 7,365 shares; 2025Q4: 6,253 shares; 2026Q1: 6,266 shares; 2026Q2: 7,264 shares 7,264 $302K 0.02% +998 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,278 shares; 2025Q2: 2,741 shares; 2025Q3: 2,860 shares; 2025Q4: 2,471 shares; 2026Q1: 2,632 shares; 2026Q2: 2,515 shares 2,515 $301K 0.02% -117 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,056 shares 4,056 $301K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 194 shares; 2025Q1: 177 shares; 2025Q2: 78 shares; 2025Q3: 71 shares; 2025Q4: 66 shares; 2026Q1: 63 shares; 2026Q2: 1,632 shares 1,632 $298K 0.02% +1,569 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,873 shares 5,873 $298K 0.02% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,384 shares; 2025Q1: 3,387 shares; 2025Q2: 1,538 shares; 2025Q3: 1,689 shares; 2025Q4: 1,507 shares; 2026Q1: 1,496 shares; 2026Q2: 1,533 shares 1,533 $296K 0.02% +37 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,981 shares; 2025Q1: 7,102 shares; 2025Q2: 3,530 shares; 2025Q3: 2,628 shares; 2025Q4: 2,463 shares; 2026Q1: 3,148 shares; 2026Q2: 2,370 shares 2,370 $296K 0.02% -778 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,367 shares 1,367 $295K 0.02% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,332 shares; 2025Q1: 12,754 shares; 2025Q2: 9,238 shares; 2025Q3: 6,485 shares; 2025Q4: 7,267 shares; 2026Q1: 7,269 shares; 2026Q2: 7,282 shares 7,282 $295K 0.02% +13 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,437 shares; 2025Q1: 5,218 shares; 2025Q2: 3,357 shares; 2025Q3: 2,931 shares; 2025Q4: 2,991 shares; 2026Q1: 1,731 shares; 2026Q2: 1,546 shares 1,546 $293K 0.02% -185 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,774 shares; 2025Q1: 37,700 shares; 2025Q2: 34,106 shares; 2025Q3: 25,668 shares; 2025Q4: 18,874 shares; 2026Q1: 17,634 shares; 2026Q2: 17,440 shares 17,440 $293K 0.02% -194 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,045 shares; 2025Q2: 3,055 shares; 2025Q3: 2,768 shares; 2025Q4: 2,866 shares; 2026Q1: 3,184 shares; 2026Q2: 3,701 shares 3,701 $292K 0.02% +517 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,803 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,149 shares; 2026Q2: 12,335 shares 12,335 $290K 0.02% +2,186 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,011 shares; 2025Q1: 8,456 shares; 2025Q2: 8,016 shares; 2025Q3: 8,020 shares; 2025Q4: 8,022 shares; 2026Q1: 6,623 shares; 2026Q2: 5,400 shares 5,400 $289K 0.02% -1,223 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,351 shares; 2025Q1: 1,055 shares; 2025Q2: 728 shares; 2025Q3: 787 shares; 2025Q4: 792 shares; 2026Q1: 706 shares; 2026Q2: 723 shares 723 $289K 0.02% +17 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,903 shares; 2025Q1: 35,832 shares; 2025Q2: 32,763 shares; 2025Q3: 32,463 shares; 2025Q4: 33,038 shares; 2026Q1: 6,165 shares; 2026Q2: 6,165 shares 6,165 $288K 0.02% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55,797 shares; 2025Q1: 68,931 shares; 2025Q2: 62,728 shares; 2025Q3: 24,627 shares; 2025Q4: 1,935 shares; 2026Q1: not reported; 2026Q2: 1,815 shares 1,815 $288K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 287 shares; 2025Q2: 4,139 shares; 2025Q3: 3,682 shares; 2025Q4: 4,297 shares; 2026Q1: 3,619 shares; 2026Q2: 3,179 shares 3,179 $287K 0.02% -440 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,578 shares; 2025Q1: 9,653 shares; 2025Q2: 5,746 shares; 2025Q3: 3,152 shares; 2025Q4: 3,105 shares; 2026Q1: 3,514 shares; 2026Q2: 3,432 shares 3,432 $286K 0.02% -82 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,250 shares; 2025Q1: 18,095 shares; 2025Q2: 3,835 shares; 2025Q3: 3,188 shares; 2025Q4: 3,205 shares; 2026Q1: 2,736 shares; 2026Q2: 2,620 shares 2,620 $286K 0.02% -116 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,422 shares; 2025Q1: 3,116 shares; 2025Q2: 1,007 shares; 2025Q3: 1,101 shares; 2025Q4: 1,012 shares; 2026Q1: 765 shares; 2026Q2: 692 shares 692 $286K 0.02% -73 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,155 shares; 2025Q1: 5,457 shares; 2025Q2: 25,546 shares; 2025Q3: 1,431 shares; 2025Q4: 1,440 shares; 2026Q1: 1,429 shares; 2026Q2: 1,434 shares 1,434 $285K 0.02% +5 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,956 shares; 2025Q1: 7,792 shares; 2025Q2: 4,894 shares; 2025Q3: 4,258 shares; 2025Q4: 2,921 shares; 2026Q1: 2,930 shares; 2026Q2: 2,953 shares 2,953 $285K 0.02% +23 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,105 shares 4,105 $281K 0.02% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,645 shares; 2025Q2: 3,070 shares; 2025Q3: 4,260 shares; 2025Q4: 4,310 shares; 2026Q1: 3,629 shares; 2026Q2: 3,569 shares 3,569 $279K 0.02% -60 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,919 shares; 2025Q1: 5,034 shares; 2025Q2: 2,607 shares; 2025Q3: 2,764 shares; 2025Q4: 2,207 shares; 2026Q1: 1,624 shares; 2026Q2: 1,697 shares 1,697 $279K 0.02% +73 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,142 shares; 2025Q1: 1,566 shares; 2025Q2: 1,001 shares; 2025Q3: 1,011 shares; 2025Q4: 845 shares; 2026Q1: 661 shares; 2026Q2: 708 shares 708 $278K 0.02% +47 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,014 shares; 2025Q1: 2,639 shares; 2025Q2: 1,656 shares; 2025Q3: 1,555 shares; 2025Q4: 1,478 shares; 2026Q1: 877 shares; 2026Q2: 620 shares 620 $277K 0.02% -257 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,189 shares; 2025Q1: 2,269 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 660 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $275K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,571 shares; 2025Q1: 2,453 shares; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 437 shares; 2026Q1: 601 shares; 2026Q2: 607 shares 607 $275K 0.01% +6 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,056 shares; 2025Q1: 12,081 shares; 2025Q2: 12,346 shares; 2025Q3: 10,872 shares; 2025Q4: 9,602 shares; 2026Q1: 9,780 shares; 2026Q2: 9,876 shares 9,876 $269K 0.01% +96 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,962 shares; 2025Q1: 59,949 shares; 2025Q2: 6,173 shares; 2025Q3: 5,684 shares; 2025Q4: 5,668 shares; 2026Q1: 4,480 shares; 2026Q2: 4,135 shares 4,135 $268K 0.01% -345 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,050 shares; 2025Q1: 56,117 shares; 2025Q2: 46,371 shares; 2025Q3: 40,974 shares; 2025Q4: 41,116 shares; 2026Q1: 38,353 shares; 2026Q2: 25,456 shares 25,456 $268K 0.01% -12,897 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,532 shares 6,532 $267K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,622 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,868 shares; 2026Q2: 4,249 shares 4,249 $267K 0.01% +381 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,180 shares; 2025Q2: 15,833 shares; 2025Q3: 13,333 shares; 2025Q4: 14,143 shares; 2026Q1: 15,171 shares; 2026Q2: 16,711 shares 16,711 $266K 0.01% +1,540 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,173 shares; 2025Q1: 4,267 shares; 2025Q2: 2,685 shares; 2025Q3: 2,600 shares; 2025Q4: 2,544 shares; 2026Q1: 1,769 shares; 2026Q2: 677 shares 677 $264K 0.01% -1,092 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,520 shares; 2026Q1: 4,520 shares; 2026Q2: 4,520 shares 4,520 $264K 0.01% 0 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,492 shares; 2026Q2: 7,501 shares 7,501 $264K 0.01% -991 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,220 shares 10,220 $263K 0.01% new Timeline BUSA 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,619 shares; 2025Q4: 6,619 shares; 2026Q1: 6,619 shares; 2026Q2: 6,619 shares 6,619 $262K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,101 shares; 2025Q1: 6,685 shares; 2025Q2: 5,309 shares; 2025Q3: 4,945 shares; 2025Q4: 4,992 shares; 2026Q1: 4,764 shares; 2026Q2: 4,988 shares 4,988 $262K 0.01% +224 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55,186 shares; 2025Q1: 57,049 shares; 2025Q2: 14,560 shares; 2025Q3: 13,345 shares; 2025Q4: 13,730 shares; 2026Q1: 14,536 shares; 2026Q2: 12,838 shares 12,838 $262K 0.01% -1,698 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,442 shares; 2025Q1: 8,606 shares; 2025Q2: 8,587 shares; 2025Q3: 8,051 shares; 2025Q4: 7,925 shares; 2026Q1: 7,120 shares; 2026Q2: 7,052 shares 7,052 $262K 0.01% -68 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,038 shares; 2025Q1: 18,367 shares; 2025Q2: 4,975 shares; 2025Q3: 4,273 shares; 2025Q4: 4,282 shares; 2026Q1: 4,289 shares; 2026Q2: 4,304 shares 4,304 $262K 0.01% +15 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 324 shares; 2025Q1: 322 shares; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 301 shares; 2026Q1: 325 shares; 2026Q2: 414 shares 414 $261K 0.01% +89 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,801 shares; 2025Q1: 3,361 shares; 2025Q2: 2,405 shares; 2025Q3: 2,030 shares; 2025Q4: 2,196 shares; 2026Q1: 1,222 shares; 2026Q2: 1,370 shares 1,370 $261K 0.01% +148 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,359 shares 9,359 $260K 0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,668 shares; 2025Q1: 2,796 shares; 2025Q2: 2,460 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,206 shares 2,206 $258K 0.01% new Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,039 shares 11,039 $257K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,479 shares; 2025Q1: 26,787 shares; 2025Q2: 3,305 shares; 2025Q3: 3,259 shares; 2025Q4: 2,299 shares; 2026Q1: not reported; 2026Q2: 2,186 shares 2,186 $257K 0.01% new Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,711 shares 1,711 $257K 0.01% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,603 shares; 2025Q1: 41,603 shares; 2025Q2: 41,704 shares; 2025Q3: 41,310 shares; 2025Q4: 22,705 shares; 2026Q1: 16,901 shares; 2026Q2: 16,800 shares 16,800 $256K 0.01% -101 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 598 shares; 2026Q2: 491 shares 491 $256K 0.01% -107 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,402 shares; 2025Q1: 1,493 shares; 2025Q2: 1,386 shares; 2025Q3: 1,461 shares; 2025Q4: 1,446 shares; 2026Q1: 1,437 shares; 2026Q2: 1,372 shares 1,372 $255K 0.01% -65 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,541 shares; 2025Q2: 9,092 shares; 2025Q3: 8,358 shares; 2025Q4: not reported; 2026Q1: 10,694 shares; 2026Q2: 11,667 shares 11,667 $254K 0.01% +973 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,200 shares; 2026Q1: 5,501 shares; 2026Q2: 3,301 shares 3,301 $253K 0.01% -2,200 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,364 shares; 2026Q2: 1,369 shares 1,369 $253K 0.01% +5 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,146 shares; 2025Q1: 7,230 shares; 2025Q2: 4,420 shares; 2025Q3: 4,906 shares; 2025Q4: 4,730 shares; 2026Q1: 5,073 shares; 2026Q2: 5,299 shares 5,299 $252K 0.01% +226 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,055 shares; 2025Q1: 4,166 shares; 2025Q2: 3,586 shares; 2025Q3: 2,475 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,458 shares 2,458 $252K 0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: not reported; 2025Q3: 1,592 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,609 shares 1,609 $251K 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,377 shares; 2025Q4: 3,534 shares; 2026Q1: 3,343 shares; 2026Q2: 3,622 shares 3,622 $251K 0.01% +279 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,407 shares; 2025Q1: 32,621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 638 shares 638 $250K 0.01% new Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,497 shares; 2025Q2: 7,949 shares; 2025Q3: 7,889 shares; 2025Q4: 7,889 shares; 2026Q1: 7,616 shares; 2026Q2: 7,903 shares 7,903 $249K 0.01% +287 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,846 shares; 2025Q1: 18,973 shares; 2025Q2: 1,747 shares; 2025Q3: not reported; 2025Q4: 1,610 shares; 2026Q1: 1,641 shares; 2026Q2: 1,686 shares 1,686 $249K 0.01% +45 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,786 shares; 2025Q1: 26,497 shares; 2025Q2: 12,444 shares; 2025Q3: 10,605 shares; 2025Q4: 12,038 shares; 2026Q1: 11,548 shares; 2026Q2: 11,334 shares 11,334 $248K 0.01% -214 Timeline BNDS SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900 $248K 0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,362 shares; 2026Q2: 1,312 shares 1,312 $247K 0.01% -50 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 601 shares; 2025Q1: 771 shares; 2025Q2: 689 shares; 2025Q3: not reported; 2025Q4: 586 shares; 2026Q1: 738 shares; 2026Q2: 670 shares 670 $247K 0.01% -68 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,989 shares; 2025Q1: 4,139 shares; 2025Q2: 15,780 shares; 2025Q3: 14,333 shares; 2025Q4: 14,142 shares; 2026Q1: not reported; 2026Q2: 2,799 shares 2,799 $247K 0.01% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,376 shares; 2025Q1: 30,172 shares; 2025Q2: 30,379 shares; 2025Q3: 27,736 shares; 2025Q4: 22,939 shares; 2026Q1: 23,032 shares; 2026Q2: 22,794 shares 22,794 $246K 0.01% -238 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,301 shares; 2025Q1: 10,282 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,978 shares; 2026Q2: 4,593 shares 4,593 $246K 0.01% +1,615 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,156 shares; 2025Q1: 11,060 shares; 2025Q2: 9,348 shares; 2025Q3: 7,132 shares; 2025Q4: 6,600 shares; 2026Q1: 4,767 shares; 2026Q2: 5,118 shares 5,118 $246K 0.01% +351 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,953 shares; 2025Q1: 7,111 shares; 2025Q2: 2,608 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 953 shares; 2026Q2: 948 shares 948 $246K 0.01% -5 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,632 shares; 2026Q2: 18,815 shares 18,815 $245K 0.01% +6,183 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,950 shares; 2025Q4: 13,950 shares; 2026Q1: 13,800 shares; 2026Q2: 13,800 shares 13,800 $245K 0.01% 0 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,228 shares; 2025Q1: 13,147 shares; 2025Q2: 11,017 shares; 2025Q3: 11,103 shares; 2025Q4: 11,087 shares; 2026Q1: 11,043 shares; 2026Q2: 11,123 shares 11,123 $244K 0.01% +80 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,910 shares; 2026Q2: 6,951 shares 6,951 $243K 0.01% +41 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,130 shares; 2025Q1: 7,740 shares; 2025Q2: 7,975 shares; 2025Q3: 6,625 shares; 2025Q4: 6,213 shares; 2026Q1: 5,143 shares; 2026Q2: 4,865 shares 4,865 $239K 0.01% -278 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,105 shares; 2025Q1: 8,304 shares; 2025Q2: 6,483 shares; 2025Q3: 7,298 shares; 2025Q4: 7,229 shares; 2026Q1: 6,927 shares; 2026Q2: 6,692 shares 6,692 $237K 0.01% -235 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,640 shares; 2025Q1: 10,991 shares; 2025Q2: 4,060 shares; 2025Q3: 2,948 shares; 2025Q4: 3,080 shares; 2026Q1: not reported; 2026Q2: 1,822 shares 1,822 $237K 0.01% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,824 shares; 2025Q4: 5,824 shares; 2026Q1: 5,824 shares; 2026Q2: 5,979 shares 5,979 $236K 0.01% +155 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,657 shares 4,657 $236K 0.01% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,246 shares; 2025Q1: 7,418 shares; 2025Q2: 4,682 shares; 2025Q3: 4,862 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,539 shares 5,539 $235K 0.01% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,975 shares; 2026Q1: 2,945 shares; 2026Q2: 2,897 shares 2,897 $234K 0.01% -48 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: not reported; 2025Q4: 835 shares; 2026Q1: 873 shares; 2026Q2: 724 shares 724 $233K 0.01% -149 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,511 shares 1,511 $233K 0.01% new Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,787 shares 2,787 $233K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,684 shares; 2025Q1: 16,522 shares; 2025Q2: 3,605 shares; 2025Q3: 3,734 shares; 2025Q4: 1,428 shares; 2026Q1: 1,387 shares; 2026Q2: 1,335 shares 1,335 $232K 0.01% -52 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,685 shares; 2025Q1: 3,163 shares; 2025Q2: 2,585 shares; 2025Q3: 2,792 shares; 2025Q4: 2,229 shares; 2026Q1: not reported; 2026Q2: 1,747 shares 1,747 $232K 0.01% new Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,257 shares; 2025Q2: 12,858 shares; 2025Q3: 12,934 shares; 2025Q4: 12,970 shares; 2026Q1: 15,003 shares; 2026Q2: 15,105 shares 15,105 $232K 0.01% +102 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,959 shares; 2025Q1: 19,240 shares; 2025Q2: 9,575 shares; 2025Q3: 6,223 shares; 2025Q4: 6,629 shares; 2026Q1: 4,412 shares; 2026Q2: 3,798 shares 3,798 $228K 0.01% -614 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,017 shares; 2025Q1: 10,238 shares; 2025Q2: 9,629 shares; 2025Q3: 4,517 shares; 2025Q4: 4,518 shares; 2026Q1: not reported; 2026Q2: 3,769 shares 3,769 $228K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,232 shares; 2025Q1: 2,652 shares; 2025Q2: 1,905 shares; 2025Q3: 2,193 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,469 shares 1,469 $228K 0.01% new Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,065 shares; 2025Q4: 8,065 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $227K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 136 shares; 2025Q2: 132 shares; 2025Q3: 110 shares; 2025Q4: 123 shares; 2026Q1: 112 shares; 2026Q2: 116 shares 116 $227K 0.01% +4 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 667 shares 667 $226K 0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,466 shares; 2025Q1: 9,925 shares; 2025Q2: 3,622 shares; 2025Q3: 3,420 shares; 2025Q4: 1,618 shares; 2026Q1: 1,340 shares; 2026Q2: 989 shares 989 $225K 0.01% -351 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,206 shares; 2026Q1: 2,209 shares; 2026Q2: 2,213 shares 2,213 $224K 0.01% +4 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,760 shares; 2025Q4: 5,705 shares; 2026Q1: not reported; 2026Q2: 1,393 shares 1,393 $224K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,762 shares; 2025Q1: 2,283 shares; 2025Q2: 2,008 shares; 2025Q3: 2,150 shares; 2025Q4: 1,810 shares; 2026Q1: 1,378 shares; 2026Q2: 1,323 shares 1,323 $224K 0.01% -55 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,865 shares; 2025Q2: 4,078 shares; 2025Q3: 4,229 shares; 2025Q4: 2,689 shares; 2026Q1: not reported; 2026Q2: 2,434 shares 2,434 $222K 0.01% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,765 shares; 2025Q4: 2,787 shares; 2026Q1: 2,189 shares; 2026Q2: 2,146 shares 2,146 $222K 0.01% -43 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,285 shares; 2026Q2: 2,685 shares 2,685 $222K 0.01% -600 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,869 shares; 2025Q1: 2,497 shares; 2025Q2: 1,747 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,363 shares; 2026Q2: 1,667 shares 1,667 $220K 0.01% +304 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,829 shares; 2025Q1: 2,769 shares; 2025Q2: 3,971 shares; 2025Q3: not reported; 2025Q4: 2,286 shares; 2026Q1: not reported; 2026Q2: 2,277 shares 2,277 $220K 0.01% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,372 shares; 2025Q1: 1,324 shares; 2025Q2: 1,259 shares; 2025Q3: 980 shares; 2025Q4: 852 shares; 2026Q1: 843 shares; 2026Q2: 832 shares 832 $220K 0.01% -11 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,846 shares; 2025Q1: 20,170 shares; 2025Q2: 6,872 shares; 2025Q3: 7,517 shares; 2025Q4: 4,271 shares; 2026Q1: not reported; 2026Q2: 4,330 shares 4,330 $219K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55,927 shares; 2025Q1: 55,706 shares; 2025Q2: 49,123 shares; 2025Q3: 44,635 shares; 2025Q4: 16,054 shares; 2026Q1: 9,279 shares; 2026Q2: 8,066 shares 8,066 $219K 0.01% -1,213 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,750 shares; 2025Q1: 24,950 shares; 2025Q2: 6,733 shares; 2025Q3: 6,765 shares; 2025Q4: 6,809 shares; 2026Q1: 6,822 shares; 2026Q2: 5,944 shares 5,944 $218K 0.01% -878 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,475 shares 7,475 $218K 0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,973 shares; 2025Q1: 4,808 shares; 2025Q2: 2,857 shares; 2025Q3: not reported; 2025Q4: 1,770 shares; 2026Q1: not reported; 2026Q2: 1,770 shares 1,770 $218K 0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,074 shares; 2025Q1: 37,034 shares; 2025Q2: 16,581 shares; 2025Q3: not reported; 2025Q4: 10,044 shares; 2026Q1: 11,256 shares; 2026Q2: 12,811 shares 12,811 $217K 0.01% +1,555 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106,012 shares; 2025Q1: 125,072 shares; 2025Q2: 74,438 shares; 2025Q3: 33,026 shares; 2025Q4: 31,963 shares; 2026Q1: not reported; 2026Q2: 6,083 shares 6,083 $217K 0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,921 shares; 2025Q2: 1,680 shares; 2025Q3: 1,483 shares; 2025Q4: 1,546 shares; 2026Q1: not reported; 2026Q2: 2,005 shares 2,005 $216K 0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,646 shares; 2025Q1: 3,770 shares; 2025Q2: 1,901 shares; 2025Q3: 1,927 shares; 2025Q4: 1,875 shares; 2026Q1: 1,829 shares; 2026Q2: 1,829 shares 1,829 $215K 0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 114 shares; 2025Q2: 111 shares; 2025Q3: not reported; 2025Q4: 107 shares; 2026Q1: not reported; 2026Q2: 103 shares 103 $215K 0.01% new Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,442 shares; 2025Q1: 29,500 shares; 2025Q2: 43,500 shares; 2025Q3: 42,000 shares; 2025Q4: 48,000 shares; 2026Q1: 48,000 shares; 2026Q2: 51,000 shares 51,000 $215K 0.01% +3,000 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,675 shares 8,675 $215K 0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,218 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,917 shares 3,917 $214K 0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,507 shares; 2025Q1: 7,114 shares; 2025Q2: 5,262 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,680 shares 3,680 $214K 0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,036 shares; 2025Q1: 4,039 shares; 2025Q2: 3,621 shares; 2025Q3: 2,758 shares; 2025Q4: 2,663 shares; 2026Q1: 1,866 shares; 2026Q2: 1,870 shares 1,870 $214K 0.01% +4 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,739 shares; 2025Q1: 11,260 shares; 2025Q2: 9,836 shares; 2025Q3: not reported; 2025Q4: 7,364 shares; 2026Q1: not reported; 2026Q2: 7,314 shares 7,314 $214K 0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 971 shares 971 $214K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 553 shares; 2025Q1: 557 shares; 2025Q2: 169 shares; 2025Q3: 138 shares; 2025Q4: 146 shares; 2026Q1: 132 shares; 2026Q2: 126 shares 126 $212K 0.01% -6 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,809 shares; 2025Q1: 16,852 shares; 2025Q2: 12,730 shares; 2025Q3: 12,828 shares; 2025Q4: 12,902 shares; 2026Q1: 12,980 shares; 2026Q2: 13,030 shares 13,030 $211K 0.01% +50 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,859 shares 11,859 $211K 0.01% new Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 5,006 shares; 2025Q4: 4,728 shares; 2026Q1: 4,554 shares; 2026Q2: 4,575 shares 4,575 $211K 0.01% +21 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,550 shares 2,550 $209K 0.01% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 986 shares 986 $209K 0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,643 shares; 2026Q1: not reported; 2026Q2: 4,530 shares 4,530 $208K 0.01% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,016 shares; 2025Q1: 5,020 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,065 shares; 2026Q1: 2,981 shares; 2026Q2: 2,942 shares 2,942 $208K 0.01% -39 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,830 shares; 2025Q1: 3,859 shares; 2025Q2: 1,963 shares; 2025Q3: 1,323 shares; 2025Q4: 835 shares; 2026Q1: not reported; 2026Q2: 771 shares 771 $206K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,168 shares; 2025Q1: 14,833 shares; 2025Q2: 7,091 shares; 2025Q3: 7,092 shares; 2025Q4: 7,093 shares; 2026Q1: not reported; 2026Q2: 5,046 shares 5,046 $205K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,734 shares; 2025Q1: 36,167 shares; 2025Q2: 9,451 shares; 2025Q3: 8,802 shares; 2025Q4: 8,048 shares; 2026Q1: not reported; 2026Q2: 4,224 shares 4,224 $204K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,958 shares; 2025Q1: 4,485 shares; 2025Q2: 2,218 shares; 2025Q3: 1,482 shares; 2025Q4: 1,452 shares; 2026Q1: 1,441 shares; 2026Q2: 1,224 shares 1,224 $204K 0.01% -217 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,455 shares; 2025Q1: 39,335 shares; 2025Q2: 20,971 shares; 2025Q3: 16,450 shares; 2025Q4: 14,932 shares; 2026Q1: 10,501 shares; 2026Q2: 10,698 shares 10,698 $204K 0.01% +197 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,299 shares; 2025Q1: 30,140 shares; 2025Q2: 11,985 shares; 2025Q3: 9,276 shares; 2025Q4: 9,683 shares; 2026Q1: 5,472 shares; 2026Q2: 4,907 shares 4,907 $204K 0.01% -565 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,500 shares 10,500 $203K 0.01% new Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,897 shares; 2025Q1: 12,273 shares; 2025Q2: 11,585 shares; 2025Q3: 9,624 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,672 shares 8,672 $203K 0.01% new Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,243 shares; 2025Q2: 2,248 shares; 2025Q3: 2,257 shares; 2025Q4: 2,351 shares; 2026Q1: not reported; 2026Q2: 2,357 shares 2,357 $202K 0.01% new Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,102 shares; 2025Q3: 19,102 shares; 2025Q4: 19,303 shares; 2026Q1: 20,041 shares; 2026Q2: 20,014 shares 20,014 $201K 0.01% -27 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,517 shares; 2025Q1: 6,551 shares; 2025Q2: 4,343 shares; 2025Q3: 3,790 shares; 2025Q4: 3,902 shares; 2026Q1: not reported; 2026Q2: 1,666 shares 1,666 $201K 0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,063 shares; 2025Q1: 8,573 shares; 2025Q2: 6,763 shares; 2025Q3: 5,999 shares; 2025Q4: 5,587 shares; 2026Q1: not reported; 2026Q2: 4,087 shares 4,087 $201K 0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,803 shares; 2025Q1: 11,912 shares; 2025Q2: 9,167 shares; 2025Q3: 8,333 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,792 shares 7,792 $201K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 777 shares; 2025Q1: 1,220 shares; 2025Q2: 852 shares; 2025Q3: 1,053 shares; 2025Q4: 1,114 shares; 2026Q1: 1,235 shares; 2026Q2: 754 shares 754 $201K 0.01% -481 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,834 shares 6,834 $199K 0.01% new Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 108,091 shares; 2025Q2: 26,345 shares; 2025Q3: 24,545 shares; 2025Q4: 21,545 shares; 2026Q1: 21,545 shares; 2026Q2: 21,562 shares 21,562 $198K 0.01% +17 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,304 shares; 2025Q1: 11,565 shares; 2025Q2: 11,260 shares; 2025Q3: 13,167 shares; 2025Q4: 13,371 shares; 2026Q1: 12,575 shares; 2026Q2: 12,256 shares 12,256 $196K 0.01% -319 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,809 shares; 2025Q1: 65,545 shares; 2025Q2: 25,191 shares; 2025Q3: 25,182 shares; 2025Q4: 24,197 shares; 2026Q1: 11,830 shares; 2026Q2: 10,479 shares 10,479 $194K 0.01% -1,351 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,589 shares; 2026Q2: 15,959 shares 15,959 $192K 0.01% +2,370 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,544 shares; 2025Q1: 13,914 shares; 2025Q2: 16,631 shares; 2025Q3: 8,208 shares; 2025Q4: 16,055 shares; 2026Q1: 19,167 shares; 2026Q2: 10,531 shares 10,531 $192K 0.01% -8,636 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,081 shares; 2025Q1: 12,851 shares; 2025Q2: 10,360 shares; 2025Q3: 10,365 shares; 2025Q4: 10,355 shares; 2026Q1: 12,944 shares; 2026Q2: 12,948 shares 12,948 $191K 0.01% +4 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,037 shares; 2025Q1: 11,288 shares; 2025Q2: 23,860 shares; 2025Q3: 7,010 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,758 shares 6,758 $190K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,219 shares; 2025Q1: 62,165 shares; 2025Q2: 15,538 shares; 2025Q3: 11,237 shares; 2025Q4: 8,981 shares; 2026Q1: 8,313 shares; 2026Q2: 6,730 shares 6,730 $188K 0.01% -1,583 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,213 shares; 2025Q1: 24,990 shares; 2025Q2: 24,430 shares; 2025Q3: 24,430 shares; 2025Q4: not reported; 2026Q1: 21,503 shares; 2026Q2: 25,815 shares 25,815 $187K 0.01% +4,312 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,191 shares; 2025Q1: 18,191 shares; 2025Q2: 24,191 shares; 2025Q3: 24,191 shares; 2025Q4: 24,191 shares; 2026Q1: 24,191 shares; 2026Q2: 24,191 shares 24,191 $186K 0.01% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,082 shares; 2026Q2: 11,079 shares 11,079 $185K 0.01% -3 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,611 shares; 2025Q2: 29,659 shares; 2025Q3: 29,704 shares; 2025Q4: 29,749 shares; 2026Q1: 29,781 shares; 2026Q2: 29,831 shares 29,831 $181K 0.01% +50 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,316 shares; 2025Q1: 20,316 shares; 2025Q2: 20,316 shares; 2025Q3: 20,316 shares; 2025Q4: 20,316 shares; 2026Q1: 20,316 shares; 2026Q2: 20,522 shares 20,522 $180K 0.01% +206 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,900 shares; 2026Q2: 11,900 shares 11,900 $179K 0.01% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,278 shares; 2025Q4: not reported; 2026Q1: 913 shares; 2026Q2: 1,114 shares 1,114 $179K 0.01% +201 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,905 shares 13,905 $178K 0.01% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,154 shares; 2025Q1: 37,489 shares; 2025Q2: 37,906 shares; 2025Q3: 38,299 shares; 2025Q4: 38,600 shares; 2026Q1: 35,562 shares; 2026Q2: 35,996 shares 35,996 $173K 0.01% +434 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,442 shares; 2025Q1: 40,171 shares; 2025Q2: 35,771 shares; 2025Q3: 35,771 shares; 2025Q4: 35,771 shares; 2026Q1: 35,771 shares; 2026Q2: 35,771 shares 35,771 $172K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,023 shares; 2025Q1: 14,180 shares; 2025Q2: 18,720 shares; 2025Q3: 19,756 shares; 2025Q4: 21,414 shares; 2026Q1: 15,662 shares; 2026Q2: 12,625 shares 12,625 $172K 0.01% -3,037 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,562 shares; 2025Q1: 26,357 shares; 2025Q2: 26,825 shares; 2025Q3: 12,501 shares; 2025Q4: 12,255 shares; 2026Q1: 12,422 shares; 2026Q2: 11,685 shares 11,685 $171K 0.01% -737 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,150 shares; 2026Q2: 4,960 shares 4,960 $171K 0.01% +1,810 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,869 shares; 2025Q3: 15,869 shares; 2025Q4: 15,869 shares; 2026Q1: 16,152 shares; 2026Q2: 14,600 shares 14,600 $166K 0.01% -1,552 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,078 shares; 2025Q1: 95,044 shares; 2025Q2: 14,158 shares; 2025Q3: 14,026 shares; 2025Q4: 14,875 shares; 2026Q1: 14,808 shares; 2026Q2: 14,808 shares 14,808 $164K 0.01% 0 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,391 shares; 2025Q1: 12,559 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,456 shares; 2026Q1: 11,160 shares; 2026Q2: 11,295 shares 11,295 $163K 0.01% +135 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,149 shares; 2025Q3: 12,328 shares; 2025Q4: 12,360 shares; 2026Q1: 17,455 shares; 2026Q2: 19,743 shares 19,743 $163K 0.01% +2,288 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,746 shares; 2025Q1: 26,813 shares; 2025Q2: 25,963 shares; 2025Q3: 25,314 shares; 2025Q4: 20,459 shares; 2026Q1: 20,556 shares; 2026Q2: 16,647 shares 16,647 $155K 0.01% -3,909 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,410 shares; 2025Q1: 17,222 shares; 2025Q2: 18,129 shares; 2025Q3: 18,129 shares; 2025Q4: 27,129 shares; 2026Q1: 25,629 shares; 2026Q2: 21,629 shares 21,629 $154K 0.01% -4,000 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,560 shares; 2025Q1: 14,560 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,160 shares 10,160 $143K 0.01% new Timeline BULL WEBULL CORP More: the full row for WEBULL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,010 shares 21,010 $142K 0.01% +10 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,346 shares; 2025Q4: 10,731 shares; 2026Q1: 10,803 shares; 2026Q2: 10,919 shares 10,919 $140K 0.01% +116 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 9,200 shares; 2026Q1: 11,000 shares; 2026Q2: 2,800 shares 2,800 $140K 0.01% -8,200 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,597 shares; 2025Q4: 18,167 shares; 2026Q1: 18,167 shares; 2026Q2: 18,167 shares 18,167 $139K 0.01% 0 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,305 shares 10,305 $137K 0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,273 shares; 2025Q1: 2,485 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 830 shares; 2026Q2: 1,525 shares 1,525 $136K 0.01% +695 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,431 shares; 2025Q2: 20,067 shares; 2025Q3: 19,974 shares; 2025Q4: 19,974 shares; 2026Q1: 10,829 shares; 2026Q2: 10,829 shares 10,829 $135K 0.01% 0 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,931 shares; 2025Q1: not reported; 2025Q2: 11,019 shares; 2025Q3: 10,746 shares; 2025Q4: not reported; 2026Q1: 10,739 shares; 2026Q2: 10,166 shares 10,166 $135K 0.01% -573 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,135 shares; 2026Q1: 20,385 shares; 2026Q2: 20,655 shares 20,655 $134K 0.01% +270 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,728 shares; 2025Q3: 11,483 shares; 2025Q4: 11,872 shares; 2026Q1: 12,281 shares; 2026Q2: 12,386 shares 12,386 $134K 0.01% +105 Timeline RMAX RE/MAX HLDGS INC More: the full row for RE/MAX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,419 shares; 2025Q1: 13,419 shares; 2025Q2: 13,419 shares; 2025Q3: 13,419 shares; 2025Q4: 13,419 shares; 2026Q1: 13,419 shares; 2026Q2: 13,419 shares 13,419 $134K 0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,165 shares; 2026Q1: 10,224 shares; 2026Q2: 10,315 shares 10,315 $131K 0.01% +91 Timeline XGLQX CLOUGH GLOBAL EQUITY FD More: the full row for CLOUGH GLOBAL EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $128K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,613 shares; 2025Q1: 18,189 shares; 2025Q2: 16,255 shares; 2025Q3: 16,078 shares; 2025Q4: 15,256 shares; 2026Q1: 13,687 shares; 2026Q2: 13,577 shares 13,577 $128K 0.01% -110 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,416 shares; 2025Q1: 15,463 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,896 shares; 2026Q1: not reported; 2026Q2: 6,989 shares 6,989 $125K 0.01% new Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,576 shares; 2026Q1: 10,090 shares; 2026Q2: 10,148 shares 10,148 $115K 0.01% +58 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 77,202 shares; 2025Q1: 120,863 shares; 2025Q2: 23,647 shares; 2025Q3: 10,711 shares; 2025Q4: 10,730 shares; 2026Q1: 10,239 shares; 2026Q2: 10,259 shares 10,259 $113K 0.01% +20 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,305 shares; 2025Q1: 10,760 shares; 2025Q2: 10,760 shares; 2025Q3: 10,760 shares; 2025Q4: 11,369 shares; 2026Q1: 11,369 shares; 2026Q2: 11,369 shares 11,369 $113K 0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,290 shares; 2025Q1: 58,077 shares; 2025Q2: 57,953 shares; 2025Q3: 57,953 shares; 2025Q4: 55,712 shares; 2026Q1: 44,369 shares; 2026Q2: 33,379 shares 33,379 $106K 0.01% -10,990 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,582 shares; 2025Q1: 24,886 shares; 2025Q2: 13,785 shares; 2025Q3: 11,968 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,064 shares 10,064 $106K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,755 shares; 2025Q1: 13,901 shares; 2025Q2: 16,088 shares; 2025Q3: 16,392 shares; 2025Q4: 10,472 shares; 2026Q1: 10,077 shares; 2026Q2: 10,400 shares 10,400 $97K 0.01% +323 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,397 shares 21,397 $94.6K 0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,936 shares; 2026Q2: 10,920 shares 10,920 $93K 0.01% -16 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $81.9K <0.01% 0 Timeline PYPD POLYPID LTD More: the full row for POLYPID LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,130 shares; 2026Q1: 15,130 shares; 2026Q2: 15,130 shares 15,130 $75.2K <0.01% 0 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,064 shares; 2026Q1: 10,291 shares; 2026Q2: 10,527 shares 10,527 $72.1K <0.01% +236 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,779 shares; 2025Q1: 13,823 shares; 2025Q2: 14,935 shares; 2025Q3: 14,983 shares; 2025Q4: 15,031 shares; 2026Q1: 15,082 shares; 2026Q2: 15,135 shares 15,135 $70.2K <0.01% +53 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,690 shares; 2025Q1: 19,976 shares; 2025Q2: 16,906 shares; 2025Q3: 15,865 shares; 2025Q4: 15,114 shares; 2026Q1: not reported; 2026Q2: 12,135 shares 12,135 $69.8K <0.01% new Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $69.6K <0.01% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,575 shares; 2025Q1: 25,725 shares; 2025Q2: 28,000 shares; 2025Q3: 23,808 shares; 2025Q4: 17,133 shares; 2026Q1: 10,733 shares; 2026Q2: 10,833 shares 10,833 $66.1K <0.01% +100 Timeline CBUS CIBUS INC More: the full row for CIBUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 40,120 shares; 2026Q2: 40,120 shares 40,120 $57.4K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,847 shares; 2025Q1: 24,982 shares; 2025Q2: 19,837 shares; 2025Q3: 20,038 shares; 2025Q4: 12,997 shares; 2026Q1: 12,821 shares; 2026Q2: 12,142 shares 12,142 $56.1K <0.01% -679 Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,911 shares; 2025Q4: 11,711 shares; 2026Q1: 11,711 shares; 2026Q2: 11,711 shares 11,711 $54.9K <0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,784 shares; 2026Q2: 10,940 shares 10,940 $53.6K <0.01% +156 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,061 shares; 2025Q1: 21,135 shares; 2025Q2: 22,175 shares; 2025Q3: 29,814 shares; 2025Q4: 17,620 shares; 2026Q1: 15,385 shares; 2026Q2: 13,468 shares 13,468 $49.8K <0.01% -1,917 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares; 2026Q1: 27,000 shares; 2026Q2: 27,000 shares 27,000 $49.4K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,300 shares; 2025Q4: 26,300 shares; 2026Q1: 28,100 shares; 2026Q2: 13,070 shares 13,070 $47.1K <0.01% -15,030 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,584 shares; 2025Q3: 13,584 shares; 2025Q4: 12,034 shares; 2026Q1: 12,327 shares; 2026Q2: 13,027 shares 13,027 $33.7K <0.01% +700 Timeline CLPR CLIPPER RLTY INC More: the full row for CLIPPER RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,442 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,697 shares; 2025Q4: 11,370 shares; 2026Q1: 11,464 shares; 2026Q2: 11,001 shares 11,001 $30.7K <0.01% -463 Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,207 shares; 2025Q3: not reported; 2025Q4: 10,206 shares; 2026Q1: 10,196 shares; 2026Q2: 10,196 shares 10,196 $30K <0.01% 0 Timeline EVEX EVE HLDG INC More: the full row for EVE HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,098 shares; 2025Q3: 10,822 shares; 2025Q4: 10,822 shares; 2026Q1: 10,822 shares; 2026Q2: 11,822 shares 11,822 $28.8K <0.01% +1,000 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,893 shares; 2025Q1: 28,893 shares; 2025Q2: 31,225 shares; 2025Q3: 23,825 shares; 2025Q4: 21,667 shares; 2026Q1: 14,167 shares; 2026Q2: 14,167 shares 14,167 $24.9K <0.01% 0 Timeline BATL BATTALION OIL CORP More: the full row for BATTALION OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $21.3K <0.01% new Timeline VVOS VIVOS THERAPEUTICS INC More: the full row for VIVOS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 69,531 shares; 2025Q2: 69,531 shares; 2025Q3: 43,531 shares; 2025Q4: 43,531 shares; 2026Q1: 38,066 shares; 2026Q2: 38,066 shares 38,066 $18.8K <0.01% 0 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,602 shares; 2025Q1: 12,490 shares; 2025Q2: 12,490 shares; 2025Q3: 12,117 shares; 2025Q4: 12,117 shares; 2026Q1: 12,117 shares; 2026Q2: 12,103 shares 12,103 $5.27K <0.01% -14 Timeline ATCH ATLASCLEAR HOLDINGS INC More: the full row for ATLASCLEAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $4.1K <0.01% 0 Timeline